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Kevin M
CFP®, Series 63, Series 65
Salem, NH
OSAIC Institutions, inc.
Kevin Mckinnon is a CFP® professional affiliated with OSAIC Institutions, Inc. in Salem, NH, with 28 years of industry experience. He has worked at Infinex Investments, Inc. and Pentucket Bank since 2006. Outside of his advisory role, he serves as an officer for Salem Family Resources, an early childhood education organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, delegating investment analysis and account management to its representatives.
Tracy S
Series 63, Series 66
Salem, NH
OSAIC Institutions, inc.
Tracy St Onge is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 designations. Tracy has worked at Infinex Investments, Inc. and Pentucket Financial Services since 2015. She serves as a board member and volunteer for the Liz Murphy Open Hand Pantry, a nonprofit organization supporting a local food pantry. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary management.
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